Plan Sponsors Have Fiduciary Duties to Follow During Adviser M&As
They should know the right questions to ask as advisory firm merger and acquisition activity...
Editors' Picks
Benchmarking Custom TDFs Is Not an Exact Science
However, there are methods to create a benchmark, and consultants and investment managers should be...
Survey Findings
In a year darkened by COVID-19, our 2020 Defined Contribution Survey turns a spotlight on providers with exceptional service.
Source: 2020 Best in Class DC Providers
Top Stories
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
RMDs in 2021
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products |
DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans
The firm says its framework bridges the DOL’s regulatory guidance and successful implementation of alternative assets in 401(k) plans.
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Opinions |
Plan Sponsors Should Do Their Homework Before Offering Student Loan Assistance
Jay Schmitt, with Strategic Benefits Advisors, discusses plan sponsor considerations for benefits that help employees with student loan debt.
Retirement Industry People Moves
Private equity firms acquire Wells Fargo Asset Management, while T. Rowe Price Retirement Plan Services makes key hires.
Self-Dealing ERISA Suit Targets Principal Insurance Co.
The lawsuit suggests the defendants chose and maintained Principal investment products and plan administration services because Principal, its subsidiaries and...
CARES Act Considerations: CRDs, RMDs, Taxes and More
Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot...
Products |
Investment Product and Service Launches
MSCI to launch investment solutions with Microsoft, and Xtrackers by DWS launches ESG ETFs.
BBVA Compass Bancshares Loses Second Attempt to Get ERISA Suit Dismissed
Since there were no clear administrative remedies for fiduciary breaches spelled out in plan documents, a federal judge rejected the...
Plan Sponsors Have Fiduciary Duties to Follow During Adviser M&As
They should know the right questions to ask as advisory firm merger and acquisition activity continues to increase.
Latest in Research
Latest in Research
2020 Best in Class DC Providers
Industry Intelligence Spotlight
Competing or Complementary? The connection between ESPPs and 401(k)s
ESPPs 101Employee Stock Purchase Plans (ESPPs) provide a broad base of employees the opportunity to purchase company stock, often at a discount.HOW THEY WORKEmployees contribute post-tax dollars to their ESPP through regular payroll...
sponsored by Fidelity
Financial ownership: Helping participants move from engagement to actions
Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference
sponsored by Charles Schwab
PLANSPONSOR 2021 Plan Progress Series: Considering ESG Factors in Investment Selection
For several presidential administrations now, there has been some back and forth about the place for environmental, social and governance (ESG) investing in retirement plans. Last year, the DOL proposed controversial regulations seeming...
Q&A: An Analyst’s Eye View of the Risks Ahead for Plan Sponsors
Dane Mott, an accounting analyst at Capital Group, recently sat down with Gary Veerman, head of LDI Solutions at Capital Group, to discuss ways to navigate the many risks ahead for plan sponsors.
sponsored by American Funds
COVID-19 Changes Will Affect EM Investment Opportunities Beyond Technology
sponsored by American Century Investments®
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PLANSPONSOR Magazine, published bi-monthly, brings you the ability to stay informed on crucial issues and the latest in innovative solutions.
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Plan Profile
Making Its QDIA Personal
This sponsor’s default investment is now managed accounts.
Administration & Governance | Documents
Electronic Upgrade
Guidelines to protect plan documents that go digital.
Administration & Governance | Investments
Striking the Right Balance
An IPS provides guidelines and operating procedures.
Administration & Governance | Outsourcing
Administrative Assistance
What 3(16) fiduciary responsibility means and how outsourcing it works.
Rules/Regs
Mortality Tables Reflect Longer Life
Updated IRS regulations let retirement plan participants leave their account untouched longer.
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